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Fiduciary Consulting Services

CoSource's disciplined documentation process begins with the onset of every engagement. We work extensively with plan sponsors to help them meet their fiduciary obligations. Our regimented process is consistent and provides plan sponsors with a proven, prudent and comprehensive method for plan oversight. We provide the formula for defendable decisions by providing plan fiduciaries with:

  • 3(21) Advisory Services
  • Fiduciary Governance and Oversight
  • Investment Committee Establishment and Protocols
  • Investment Policy Statement Development and Implementation
  • Investment Selection and Monitoring Services
  • Comprehensive Plan Review and Assessment
  • QDIA Selection Service

For more information on fiduciary obligations, visit the DOL's website here.